Quickstart
What you will build
At the end of the tutorial you will have:
- One connected source continuously syncing into Brainfish.
- One published article ranked and cited by the agent.
- One agent embedded on a page you control, answering live queries.
You will have touched four of the five pillars: Integrate, Manage, Suggest (optional), and Distribute.
Before you start
- Plan: available on all plans.
- Role: Workspace admin.
- Prerequisites: credentials for your chosen source; a test page or staging site where you can paste a
scripttag.
Step 1 - Connect a source
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Open Knowledge → Sources.
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Click Connect data source and choose Website (for a quick test, the Brainfish home page or your own docs work).
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Enter the URL, choose a crawl depth, and enable Daily Sync.
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Click Add Source. The card appears on the Knowledge dashboard with a status indicator.
Within a minute, the source shows Synced with a document count. This is your Integrate pillar in action.
Step 2 - Review and publish one article
- Open Knowledge → Articles.
- Filter by the source you just connected.
- Open one article. Confirm content and metadata (title, summary, audience).
- If it is a draft, click Publish.
You are now using the Manage pillar — articles only surface to agents after someone on your team has approved them.
Optional (adds 2 minutes): turn on Suggest by connecting a Slack workspace, then ask Brainfish to draft an article from a support thread. Approve it before moving on.
Step 3 - Create and configure an agent
- Open Distribution → Agents.
- Click Create agent and pick Web agent.
- Give the agent a name and optionally an identity (voice, persona, response length).
- Click Save.
Step 4 - Embed the agent on your page
- In your new agent, open the Install tab.
- Copy the provided
scriptsnippet. - Paste it into the
<head>of your test page (or your CMS's global script slot). - Reload the page. The agent appears.
Step 5 - Ask it a real question
- Open the test page.
- Ask the agent something only answerable from the article you just published.
- Confirm the response cites that article.
That citation is the Distribute pillar closing the loop back to Manage. Every answer traces to an approved article.
What you just built
flowchart LR
Source[Connected source] --> Article[Reviewed article]
Article --> Agent[Web agent]
Agent --> Visitor[Customer question]
Visitor --> Answer[Grounded answer with citation]
What to try next
- Ship to production. Move the script tag from your test page to your live site.
- Bring your real content. Connect Confluence, Zendesk, or Notion as a source under Knowledge → Sources.
- Turn on generation. Go to Knowledge → Suggest to produce articles from real customer signals.
- Deploy to more channels. Slack agent, Microsoft Teams, Chrome extension — all configurable under Distribution → Agents.
- Tune for enterprise. Authenticated help centers, custom domain, and multiple help centers — see the Distribution section.